Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,570 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,014 | $58,655-57.4% | $91,994-72.8% | $65,185-61.6% |
| Participation rate | 82.8% | 75.3%+7.5pp | 78.6%+4.1pp | 70.2%+12.6pp |
| Annual return | 25.63% | 33.92%-8.3pp | 69.04%-43.4pp | 29.38%-3.8pp |
| Employer contribution / active EE | $0 | $2,080-100.0% | $3,453-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $4,252 | $5,474-22.3% | $5,924-28.2% | $3,514+21.0% |
| Admin fee / account holder | $24 | $434-94.4% | $7,744-99.7% | $847-97.2% |